COPLX vs. VIHAX
Compare and contrast key facts about Copley Fund (COPLX) and Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX).
COPLX is managed by Copley. It was launched on Sep 1, 1978. VIHAX is managed by Vanguard. It was launched on Mar 2, 2016.
Performance
COPLX vs. VIHAX - Performance Comparison
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COPLX vs. VIHAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
COPLX Copley Fund | -4.57% | 16.24% | 18.18% | 17.33% | -15.21% | 18.39% | 1.09% | 25.59% | 15.65% | 9.49% |
VIHAX Vanguard International High Dividend Yield Index Fund Admiral Shares | 5.44% | 38.01% | 6.96% | 16.81% | -6.88% | 15.01% | -0.73% | 20.03% | -12.38% | 22.40% |
Returns By Period
In the year-to-date period, COPLX achieves a -4.57% return, which is significantly lower than VIHAX's 5.44% return. Both investments have delivered pretty close results over the past 10 years, with COPLX having a 10.14% annualized return and VIHAX not far ahead at 10.41%.
COPLX
- 1D
- 2.15%
- 1M
- -3.18%
- YTD
- -4.57%
- 6M
- -3.72%
- 1Y
- 13.40%
- 3Y*
- 14.24%
- 5Y*
- 7.55%
- 10Y*
- 10.14%
VIHAX
- 1D
- 2.29%
- 1M
- -4.98%
- YTD
- 5.44%
- 6M
- 12.61%
- 1Y
- 32.56%
- 3Y*
- 20.30%
- 5Y*
- 12.43%
- 10Y*
- 10.41%
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COPLX vs. VIHAX - Expense Ratio Comparison
COPLX has a 2.37% expense ratio, which is higher than VIHAX's 0.22% expense ratio.
Return for Risk
COPLX vs. VIHAX — Risk / Return Rank
COPLX
VIHAX
COPLX vs. VIHAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Copley Fund (COPLX) and Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| COPLX | VIHAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 2.32 | -1.49 |
Sortino ratioReturn per unit of downside risk | 1.24 | 2.96 | -1.73 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.47 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | 1.22 | 3.01 | -1.79 |
Martin ratioReturn relative to average drawdown | 4.91 | 12.38 | -7.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| COPLX | VIHAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 2.32 | -1.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.91 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.66 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.66 | -0.17 |
Correlation
The correlation between COPLX and VIHAX is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
COPLX vs. VIHAX - Dividend Comparison
COPLX has not paid dividends to shareholders, while VIHAX's dividend yield for the trailing twelve months is around 3.62%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
COPLX Copley Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIHAX Vanguard International High Dividend Yield Index Fund Admiral Shares | 3.62% | 3.69% | 4.85% | 4.58% | 4.70% | 4.30% | 3.22% | 5.63% | 4.28% | 3.16% | 2.37% |
Drawdowns
COPLX vs. VIHAX - Drawdown Comparison
The maximum COPLX drawdown since its inception was -44.70%, which is greater than VIHAX's maximum drawdown of -38.80%. Use the drawdown chart below to compare losses from any high point for COPLX and VIHAX.
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Drawdown Indicators
| COPLX | VIHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.70% | -38.80% | -5.90% |
Max Drawdown (1Y)Largest decline over 1 year | -11.84% | -10.66% | -1.18% |
Max Drawdown (5Y)Largest decline over 5 years | -20.23% | -23.92% | +3.69% |
Max Drawdown (10Y)Largest decline over 10 years | -36.61% | -38.80% | +2.19% |
Current DrawdownCurrent decline from peak | -5.77% | -6.64% | +0.87% |
Average DrawdownAverage peak-to-trough decline | -9.00% | -6.09% | -2.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 2.59% | +0.36% |
Volatility
COPLX vs. VIHAX - Volatility Comparison
The current volatility for Copley Fund (COPLX) is 3.87%, while Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX) has a volatility of 6.16%. This indicates that COPLX experiences smaller price fluctuations and is considered to be less risky than VIHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| COPLX | VIHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.87% | 6.16% | -2.29% |
Volatility (6M)Calculated over the trailing 6-month period | 8.02% | 9.08% | -1.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.41% | 14.29% | +2.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.14% | 13.69% | +0.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.59% | 15.92% | +0.67% |